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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,453 | $72,404-71.8% | $110,243-81.4% | $64,173-68.1% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.5pp |
| Annual return | -6.83% | -6.29%-0.5pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,841 | $2,282-19.3% | $3,827-51.9% | $2,381-22.7% |
| Participant deferral / active EE | $3,154 | $3,469-9.1% | $4,672-32.5% | $3,470-9.1% |
| Admin fee / account holder | $2,852 | $5,664-49.6% | $8,548-66.6% | $4,887-41.6% |